NewEdge Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

NewEdge Advisors’s Portfolio XPH Stock Details XPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-260	Closed	-$12.5K	–	4395
2025 Q3	$12.5K	Buy	260 +250	+2,500%	+$11.2K	﹤0.01%	3266
2025 Q2	$406	Hold	10	–	–	﹤0.01%	3819
2025 Q1	$438	Hold	10	–	–	﹤0.01%	3730
2024 Q4	$430	Hold	10	–	–	﹤0.01%	3675
2024 Q3	$443	Hold	10	–	–	﹤0.01%	3617
2024 Q2	$398	Hold	10	–	–	﹤0.01%	3593
2024 Q1	$431	Hold	10	–	–	﹤0.01%	3603
2023 Q4	$417	Hold	10	–	–	﹤0.01%	3549
2023 Q3	$398	Buy	+10	New	+$423	﹤0.01%	3272

Other funds holding XPH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors's XPH Position: Q4 2025 in Review

NewEdge Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2025, closing a stake of 260 shares — an estimated $12.5K sold.

NewEdge Advisors first reported a position in XPH in Q3 2023 and held it in 9 quarters. The position peaked at $12.5K in Q3 2025. 78 funds tracked by Wall St. Rank hold XPH as of Q4 2025.

NewEdge Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2025 after selling out during the quarter.
NewEdge Advisors sold 260 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2025, an estimated $12.5K.
NewEdge Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2023 and held it in 9 quarters.
NewEdge Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $12.5K in Q3 2025.
78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.